1. Select Grantees from the Home page.
2. Search for a grantee, or click List to select from a list of all grantees.
3. Click Edit.
4. In the Grantee window, edit the following:
- No Charity Status Check: Select this checkbox to disable Guidestar/Ajah charity checks for the grantee.
- Last Charity Status Check: Enter the last date that a charity check (Guidestar/Ajah) was run for the grantee.
- Last Financial Date: Enter the last time the grantee's finances were checked.
- Public Requests: Select the box to allow the grantee to receive donations in the Donation Portal, Donor Portal, and Grant Catalog.
If the grantee is a school, they probably won't have a profile in Guidestar/Ajah; so you can disable the charity check.
5. Once all edits have been made, click Save.
You can perform these other Grantee functions from the left menu:
- Delete the Grantee (the profile remains in the database)
- Attach a file
- Add a note
- Email the Grantee
- Set the Grantee as inactive
- Find Checks or Vouchers associated with the Grantee
- Create a Grant or Voucher for the Grantee
- View the Log of who/when the record was edited
- Merge the record with another if there are duplicates